Balfe/Somers
Wealth Management Team
Pam, Brian, Pat, Don, Karen
Don Somers, Investment Advisor
Don is a partner in the Balfe/Somers Wealth Management Team. He is educated in Business Administration and Civil Technology, with a broad experience in wealth management. Don’s ability to connect with clients and establish a trusting relationship has brought comfort and success to his clients and their families.
Brian Balfe, Investment Advisor, B Comm.
Brian graduated from Royal Roads University, Victoria, BC with a Bachelor of Commerce degree. Brian is dedicated to his clients, and the wealth management process. As a member of the firm's Executive Council reserved for the recognition of Top Performers he believes continuing education is key.
Brian and Don are expert Investment Advisors, each bringing a wide-ranging understanding of Investments and the Market. Their ability to bring structure and planning to portfolios has helped build success for their clients and client's heirs.
Here is a snapshot of the group of qualified Investment Professionals available to service your financial needs:
Karen Ray, Associate Advisor, has 14 years of Financial Industry experience, 10 of them in Brokerage Services where she has worked closely with clients and their portfolios. Karen is a fully licensed assistant and is also the team's marketing strategist and technical assistant
Pam Keller, Associate, has worked for RBC DS for 11 years and the financial industry for 30 years.
As a fully licenced assistant, Pam is an integral part of the team, and is second to none in client service.
Pat Gerlach, Administrative Assistant, is a fully licensed assistant who oversees the Powell River office and team administration. She brings with her over 30 years of Financial Services Experinence and is an important liaison for clients.
We enjoy providing good old-fashioned service with comprehensive investment advice. It is a pleasure helping clients and their families manage, plan, and invest for income with customized plans based on proven fundamental disciplines.
The team and business continue to grow as a result of satisfied clients through their referrals. The greatest Investment Plan is straightforward, one that creates enough tax efficient income and wealth to meet your needs.
Now is the perfect time to call or email us to discuss your plan or more importantly if you don't have one - to develop one.
